See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,479 |
SAGEPOINT FINANCIAL INC3 years Filed as: FSC SECURITIES CORPORATION Service code 55 2300 WINDY RIDGE PKWY STE 1100 · ATLANTA, GA 30339 | Other Commissions | $12,597 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS Service code 13 101 W BROADWAY SUITE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $1,540 |
GOLDLEAF PARTNERS3 years Filed as: GOLDLEAF PARTNERS SERVICES Service code 13 PO BOX 806 · BRAINERD, MN 56401 | Contract Administrator | $98 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,782 | $299,959-91.7% | $185,823-86.7% | - |
| Participation rate | 56.6% | 61.2%-4.7pp | 81.7%-25.1pp | - |
| Annual return | 15.13% | 9.80%+5.3pp | 122.05%-106.9pp | - |
| Employer contribution / active EE | $1,246 | $1,731-28.0% | $5,167-75.9% | - |
| Participant deferral / active EE | $2,030 | $2,385-14.9% | $5,568-63.5% | - |
| Admin fee / account holder | $237 | $47,864-99.5% | $16,237-98.5% | - |